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Updated 8/18/2025 12:05:02 AM

Osaic Services, Inc.

Osaic Services, Inc. is a Foreign Profit Corporation located in Phoenix, AZ. Established on November 19, 2004, this corporation is officially registered under the document number F04000006612 with the Florida Department Of State. It currently holds an active status, its FEI/EIN number is 20-1741754.

The primary address of the corporation is 20 E Thomas Rd Suite 2000, Phoenix, AZ 85012 and mailing address is 20 E Thomas Rd Suite 2000 Attention: Legal Department, Phoenix, AZ 85012, which serves as the corporation's central base for business operations and communication.

The corporation is led by a dedicated team: Cornick, Greg from Scottsdale AZ, holding the position of Director; Cornick, Gregory from Phoenix AZ, serving as the CEO, President; Kimmell, Kristen from Phoenix AZ, serving as the Director; Mckenna , Nina from Scottsdale AZ, serving as the Secretary; Schlueter, Matthew from Atlanta GA, serving as the Director, ensuring strong leadership. To maintain legal compliance, the corporation has appointed Corporation Service Company as its official registered agent, located at 1201 Hays Street, Tallahassee, FL 32301-2525.

As of the latest update, Osaic Services, Inc. filed its last annual reports on March 31, 2025

Filing information

Company Name Osaic Services, Inc.
Entity type Foreign Profit Corporation
Governing Agency Florida Department Of State
Document Number F04000006612
FEI/EIN Number 20-1741754
Date Filed November 19, 2004
Company Age 20 years 9 months
State AZ
Status Active
Last Event AMENDMENT AND NAME CHANGE
Event Date Filed 1/29/2024
Event Effective Date NONE

The data on Osaic Services, Inc. was extracted from the Florida Department of State's Division of Corporations business entities index (https://dos.fl.gov/sunbiz/) as of 8/18/2025.

Contact details

Principal Address

20 E Thomas Rd Suite 2000
Phoenix, AZ 85012
Changed: 3/31/2025

Mailing Address

20 E Thomas Rd Suite 2000 Attention: Legal Department
Phoenix, AZ 85012
Changed: 3/31/2025

Registered Agent Name & Address

Corporation Service Company
1201 Hays Street
Tallahassee, FL 32301-2525
Registered agent for 1754 entities. See all →

Officer/Director Details

Cornick, Greg
Director
18700 N Hayden Rd, Suite 255
Scottsdale, AZ 85255
Officer for 3 entities. See all →
Cornick, Gregory
CEO, President
20 E Thomas Rd, Suite 2000
Phoenix, AZ 85012
Kimmell, Kristen
Director
20 E Thomas Rd, Suite 2000
Phoenix, AZ 85012
Mckenna , Nina
Secretary
18700 N Hayden Rd, Suite 255
Scottsdale, AZ 85255
Officer for 3 entities. See all →
Schlueter, Matthew
Director
2300 Windy Ridge Parkway, Suite 750
Atlanta, GA 30339
Officer for 4 entities. See all →
Schmidt, David
Treasurer
18700 N Hayden Rd, Suite 255
Scottsdale, AZ 85255
Officer for 4 entities. See all →
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Events

Event Type
Filed Date
Effective Date
Description
Event Type AMENDMENT AND NAME CHANGE
Filed Date 1/29/2024
Effective Date
Description OLD NAME WAS : SAGEPOINT FINANCIAL, INC.
Event Type NAME CHANGE AMENDMENT
Filed Date 1/5/2009
Effective Date
Description OLD NAME WAS : AIG FINANCIAL ADVISORS, INC.

Annual Reports

Report Year
Filed Date
Report Year 2023
Filed Date 01/21/2023
Report Year 2025
Filed Date 03/31/2025
Report Year 2024
Filed Date 04/23/2024

Document Images

03/31/2025 -- ANNUAL REPORT
04/23/2024 -- ANNUAL REPORT
01/29/2024 -- Amendment and Name Change
01/21/2023 -- ANNUAL REPORT
04/21/2022 -- ANNUAL REPORT
More...